Ana Nelson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a nationwide securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Darren Scales is a financial advisor with Edward Jones in Kernersville, NC, holding a Series 66 designation and two years of industry experience. He has served in the US Army through the North Carolina Army National Guard since 2003. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Garrett Mullins is a financial advisor with Osaic Wealth, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Woodbury Financial Services, Wells Fargo Clearing, and UBS Financial Services. Outside of advising, he serves as secretary of a home health care company owned by his family. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with a model-based investment process focusing on asset allocation and portfolio optimization.

John Roberts is a financial advisor with Merrill in Greensboro, NC, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with Merrill since 1980 and has worked at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Varner is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its related entities since 2015. Outside of his advisory role, he owns Lexington Wealth Management Inc., through which he employs support staff, and he is involved in property management activities. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations primarily focused on assets held within Ameriprise-managed accounts.

Maxwell Gebauer is a Series 66–licensed financial advisor at Ameriprise with two years of industry experience. His background includes roles at Equitable Advisors and self-employment managing an advisory business through Honey Badger Management LLC. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions, including a specialized retirement-income planning service for high-net-worth individuals that combines research, modeling, and tax-efficient strategies to deliver tailored recommendations.

Uno Nieeban is a CFP® with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Securities America Advisors and Lonano Financial Advisors, where he held roles related to comprehensive financial planning and insurance sales. Nieeban also holds a position as Vice President and Producer at Lonano Financial Advisors, focusing on investment-related insurance sales. OSAIC serves a diverse client base, including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process featuring asset allocation and portfolio optimization, offering a wide range of advisory and brokerage services through a complex affiliated network.

Preston Neal is a Series 66-licensed financial advisor with LPL Financial, based in Greensboro, NC, and has five years of industry experience. He previously worked at Fidelity Investments for seven years and held earlier positions at LPL Financial and Private Advisor Group, LLC. Neal serves as a regional council member on the board of the nonprofit New Israel Fund. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Jason Turner is a Series 66-credentialed financial advisor at Wells Fargo Advisors with 25 years of industry experience. He previously worked at Painewebber Incorporated for 24 years before joining Wells Fargo Clearing and then Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions through a network of advisors. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Blake Wooten is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank N.A. from 2021 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that focuses on retirement income planning through written Recommendation Reports and ongoing advice, using proprietary research and third-party data.

Tiffany Walker is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked in academic roles at Fayetteville Technical Community College and Fayetteville State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Martha Walker is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 credential and has previously worked at Lincoln Financial Securities, AGIA, and VALIC Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Tuxhorn Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2011, following prior roles at Edward Jones and Next Financial Group, Inc. Outside of his advisory work, he maintains business entities associated with insurance product sales and tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of investment adviser representatives with various investment platforms and technology tools, managing over $819 billion in discretionary assets.

James Fleming is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley since 2012. Outside of his advisory role, he owns Collectible Impulse, a retail and online collectible store based in Burlington, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and investment research into its advisory process.

Michael Barnes is a Series 66 licensed financial advisor with Ameriprise, based in Greensboro, NC, and has 29 years of industry experience. He has worked at Ameriprise and its affiliate since 2008. Barnes serves on the Board of Directors for Twin Lakes Community in Burlington, NC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Stanley Smith is a financial advisor with Raymond James Financial Services, Inc., holding the CFP® and ChFC® designations and over 33 years of industry experience. He previously worked at LPL Financial and has been associated with Pinnacle Financial Partners since 2018. Outside of advisory duties, he serves as a personal representative for a family member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Robert Hargrove is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Truliant Federal Credit Union, The Prudential Insurance Company of America, and Wells Fargo Clearing. He is involved in Truliant Financial Advisors, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive technology and a broad platform of financial activities.

Joel Williamson is a financial advisor at LPL Financial with six years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes five years at Edward Jones and roles at General Motors and the Evangelical Fellowship Church. Williamson is also the owner of Financial Educators LLC, a financial education business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mayco Saucedo Hernandez is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 designations and having two years of industry experience. Prior to joining Fidelity, he worked in various roles across multiple industries, including logistics, real estate, and retail. Outside of his advisory role, he works as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, offering multi-manager and fund-of-funds advisory services, and utilizes systematic methodologies and long-term asset allocation benchmarks.

Michael Wallace is a Series 66 licensed financial advisor with Edward Jones in High Point, NC, having joined the firm in 2026. Prior to Edward Jones, he was involved with Marketplace Ministries for six years and has held roles at Leadership Systems, Inc. and Creative Branding Designs since 2017. He also served at Westover Church from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates a large national network and provides advisory services under a fiduciary standard.